O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1423442
Stamford, CT
Position in MUFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,293,745
+$5,729,855 QoQ
Shares Held
1,221,405
+11.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#34
of 573 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MUFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $931,689,254 across 19 Banks - Diversified names. MUFG ranks #12 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
670,018 | $219,316,991 | |
| 2 | C |
Citigroup Inc
|
1,020,350 | $142,808,185 | |
| 3 | BAC |
Bank Of America Corp /De/
|
2,249,701 | $128,187,961 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
940,283 | $77,704,986 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
716,556 | $68,137,309 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
1,357,430 | $34,017,195 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
232,062 | $33,558,485 | |
| 8 | RY |
Royal Bank Of Canada
|
149,993 | $31,044,051 |
All Filings in MUFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,293,745 | 1,221,405 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $18,563,890 | 1,093,924 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $15,811,833 | 996,963 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $14,616,183 | 916,950 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,883,486 | 793,257 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,288,196 | 754,820 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,771,130 | 748,390 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,750,563 | 761,352 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,779,153 | 720,292 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,779,574 | 662,715 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,625,705 | 537,248 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,217,619 | 496,775 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,996,981 | 406,646 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,414,020 | 377,781 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,051,678 | 307,598 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,018,431 | 226,318 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,790,080 | 335,221 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,445,279 | 395,037 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,728,013 | 316,486 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,761,150 | 296,990 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,136,953 | 209,770 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $732,546 | 136,161 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $469,956 | 106,085 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $430,966 | 107,473 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $468,589 | 119,234 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $119,916 | 32,764 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||